Siegfried Adds New Professionals

9/4/17

The Siegfried Group, LLP (Siegfried) recently convened a group of its newest professionals at the Hyatt at the Bellevue hotel in Philadelphia, PA for Orientation.

Siegfried's Orientation program introduces the Firm's extraordinary culture, compelling business strategy, and interesting and challenging work to its newest professionals. During the multi-day event, new employees learn more about the company, meet members of Siegfried's Leadership and Operations teams, and become acquainted with their new colleagues.

Notably, all new employees have the opportunity to meet with Rob Siegfried, CEO and Founder, about Siegfried's higher purpose: We help People become better Leaders to exponentially improve their Lives. "During your career you've gained a lot of knowledge, and as a result, you've joined our Firm. And we appreciate you for that," said Siegfried.

On the first night of Orientation, a welcome reception was held at XIX, where the group enjoyed views of the city. The next night, everyone attended small dinners at select Philadelphia restaurants, including Morimoto and Urban Farmer. On the final evening of Orientation, the group bid farewell to the city aboard a chartered yacht.

Siegfried is pleased to welcome all of our talented new Professionals to the Firm!

Gregory Alexander joins the San Jose Market as a Senior Associate after spending four years with KPMG. Alexander, an ambitious professional who works hard to set a good example for others, earned his Bachelor of Science in corporate financial management from San Jose State University.

Max Ashcraft, CPA, joins the New York Metro Market as an Associate Manager. Before this, Ashcraft spent time at Merck & Co, EY, and RSM. A graduate of Penn State University, he takes pride in delivering quality work and building lasting relationships.

Rob Bonner, CPA, joins the San Francisco Market as a Senior Manager after spending the last ten years working in the real estate and asset management industries. Bonner, who tackles problems with integrity and creativity, earned his MBA from San Diego State University before starting his career at PwC.

Jessica Brandreth, CPA, joins the Boston Market as a Senior Associate. Prior to joining the Firm, Brandreth worked in both the banking industry and public accounting. Brandreth, who earned her bachelor's degree in professional accountancy at Aquinas College, is eager to help others and enjoys finding creative ways to help her teams succeed.

Mitchell Buyson joins the San Francisco Market as a Senior Associate. Before this, he articled with Deloitte in Alberta. A dedicated professional with a strong work ethic, Buyson earned his Bachelor of Commerce at the University of Calgary's Haskayne School of Business, where he majored in accounting.

Susan Clancy joins the New York Metro Market as an Associate Manager. She is committed to quality work and delivering innovative solutions to problems. After earning her Bachelor of Science in accounting from Fairfield University, Clancy began her career at PwC.

Jamie Clark joins the Houston Market as a Senior Associate. Clark's strong work ethic, team-first mentality, and creative problem-solving abilities help him efficiently tackle complex projects. After earning his Bachelor of Technology in accounting from the British Columbia Institute of Technology, he spent the first three years of his career at PwC.

Tom Cummings, CPA, joins the Philadelphia Metro Market as a Senior Associate after spending the last four years as an auditor for a regional firm based out of Philadelphia. Cummings' ability to work with others and his passion for success yield solutions to even the most challenging tasks. He attended Mercy College, where he earned his Bachelor of Science in public accounting.

Dom D'Costa, CPA, joins the Denver Market as a Senior Associate. D'Costa's innovative and tactile approach to solving problems and his desire to bring out the best in his team sets him apart. Before coming to Siegfried, D'Costa was at KPMG. He earned his Bachelor of Science in Business Administration with concentrations in both accounting and finance from Creighton University.

David Dykstra, CPA, joins the New York Metro Market as a Manager after spending the last three years in the hedge fund/private equity industry with Melody Capital Partners. His positive attitude and drive for success allow him to integrate into any team and produce results. After earning his Bachelor of Science in accounting at the University of Delaware, he started his career as an auditor with Deloitte.

Andrew Eliscu, CPA, joins the Philadelphia Metro Market as an Associate Manager. Eliscu's pragmatic leadership approach and mental adaptability make him an indispensable asset to any team. He comes to Siegfried from Urban Outfitters, where he gained three years of experience in the consumer products sector. After earning his Bachelor of Science in accounting from the University of Delaware, he began his career at Deloitte.

Julia Gutierrez, CPA, joins the D.C. Metro Market as a Manager. Gutierrez embraces opportunities to learn and grow from new challenges. Prior to Siegfried, she gained significant financial reporting, general ledger, accounts payable, accounts receivable, and internal audit experience in publicly-traded and privately-held companies. She also spent three busy seasons auditing venture capital clients and serving rotations in the systems process assurance and advisory practices during her time at PwC.

Colby Johnson, CPA, joins the Charlotte Market as a Senior Associate. Johnson's insightful problem solving and collaborative focus make him an integral part of any team. After earning his Bachelor of Science in accounting and his master's degree from Appalachian State University, he started his career as an auditor at Grant Thornton and later moved on to an external reporting role at Snyder's-Lance, Inc.

Neil Johnston joins the Chicago Market as a Director. Johnston, a confident and respected accounting professional, is passionate about identifying and implementing unique solutions. He received his Bachelor of Science in accounting from DePaul University and was most recently the Senior Director of Financial Reporting at Cenveo, Inc.

Dan Jose joins the Philadelphia Metro Market as a Senior Associate after spending the last four years working for EY in their financial services office group. As someone who strives for perfection through hard work and loyalty, Jose succeeds in any team or under any management style. He has his undergraduate degree in mechanical engineering and holds an MBA in finance and accounting from La Salle University.

Alex Kim joins the Atlanta Market as an Associate Manager. His motivation for better execution allows him to help others continuously improve and become better leaders. Kim spent the last five years working at Deloitte after he earned his Bachelor of Science degrees in accounting and in finance from Georgia State University.

Adriano Kira, CPA, joins the D.C. Metro Market as a Senior Associate. Personable and dedicated, Kira dedicates himself to finding efficient and innovative solutions. Before coming to Siegfried, Kira spent over three years at EY, where he started his career as an auditor. He earned his Bachelor of Science in accounting and Master of Business Administration from Carson-Newman University.

Jaime Klein, CPA, joins the Denver Market as an Associate Director. Klein, whose dependability and resilience help her deliver results, gained six years of audit experience with KPMG before she joined Siegfried. She attended Iowa State University, where she earned her Bachelor of Science in accounting and marketing.

Joe Lazar joins the Detroit Market as a Senior Associate. Lazar, who is always up for a challenge, has more than six years of accounting experience. He earned a Bachelor of Science in economics from Valparaiso University, a Master of Accounting from Oakland University, and a Juris Doctor from the University of Detroit's Mercy School of Law.

Albert Lee, CPA, CA, joins the Charlotte Market as a Manager. Personable, good natured, and genuine, Lee strives to identify better ways of doing things while always considering the bigger picture. He earned his Bachelor of Commerce degree from the University of Alberta, and most recently was in the audit and assurance group of PwC in Edmonton.

Julianne Litz joins the D.C. Metro Market as a Senior Associate after spending the last few years at Cherry Bekaert. Litz brings innovation and creativity to every project, which encourages her team to push past limits and execute a focused plan. She earned her Bachelor of Science in accounting and her master's degree from the Pennsylvania State University.

Stephen Mielnik, CPA, joins the Cleveland Market as a Senior Associate. Mielnik's communication abilities, teamwork skills, and technical expertise allow him to continually deliver solutions. After graduating from Kent State University with a Bachelor of Science in accounting and a master's degree, Mielnik began his career at Grant Thornton and then moved on to Moen.

Kishan Mistry rejoins the New York Metro Market as a Director. As someone who always puts forth the maximum individual effort, Mistry uses his mental agility to tackle various projects. He spent the last three years working in the hedge fund industry, most recently at Monarch Alternative Capital. Mistry earned his Bachelor of Science in accounting and finance from Villanova University.

Rob O'Connor, CPA, joins the Boston Market as a Senior Associate after working for Deloitte as an Audit Senior. His leadership and positive attitude allow him to quickly create meaningful relationships with other team members. O'Connor graduated from the University of Massachusetts where he majored in accounting and also played on the football team.

Viktoria Ovoian, CPA, joins the South Florida Market as a Senior Associate. An adventurous and passionate person, Ovoian enjoys finding new ways to enhance collaboration on her team. She attended Ryerson University, where she earned a Bachelor of Commerce degree in accounting, and was most recently a Portfolio Accountant at AEW Capital Management. Before this, she was an Assurance Associate at PwC.

Stephanie Pathak, PHR, joins Siegfried's Operations Team as a Senior Human Resources Manager. Pathak has worked in in a variety of industries over the last nine years, including technology, finance, and fashion. A motivated professional, Pathak is excited to make a strong contribution to Siegfried's ongoing success. She received her Bachelor of Business Administration with a concentration in human resources from the University of Texas at El Paso.

Hasheem Qureshi joins the Houston Market as a Senior Associate after spending the last four years at EY. Qureshi's energetic and innovative mindset, combined with his ability to connect with others, allows him to find creative solutions to complex issues while having fun throughout the process. He earned both his Bachelor of Science in accounting and his master's degree from the University of Houston.

Reba Ravi, CPA, CA, joins the Detroit Market as a Senior Associate. With a positive attitude and analytical approach to any given task, she is committed to bringing out the best in herself and her team. After earning her Bachelor of Commerce at Osmania University, Ravi worked as an auditor at PwC and EY, and as an Oracle Functional Consultant.

Jody Roth, CPA, joins the Denver Market as a Senior Associate. Roth combines strong analytical abilities with a positive attitude to enable problem-solving and exceed high expectations. She earned her Bachelor of Science in accounting and her master's degree from State University of New York at Oswego, and most recently held a Senior Assurance Associate role at EY.

Chris Royce, CPA, joins the Chicago Market as an Associate Manager. Chris has a goal-oriented and collaborate work ethic that enables him to coordinate complex projects with his team and find the most effective solutions possible. After earning his Bachelor of Business Administration in accounting and Master in Professional Accountancy degrees at the University of Wisconsin – Whitewater, Royce started his career at RSM.

Kelly Steward, CPA, joins the Detroit Market as a Senior Associate. She has a tireless desire to exceed expectations and tackles any challenge with grace. Most recently she was at BDO, where she gained three years of audit experience in the technology, manufacturing, staffing, and retail industries. She earned her Bachelor of Accountancy from Walsh College.

Annaka Whitehouse, CPA, joins the Cleveland Market as a Senior Associate. Her strength lies in her ability to bring fresh interpretations and forward-thinking enthusiasm to projects. Before beginning her career at Plante Moran, Whitehouse earned her MBA and Bachelor of Science in accounting from John Carroll University.

Kyle Wiltsey, CPA, joins the Denver Market as a Senior Associate. Ambitious and curious, Wiltsey always seeks new challenges and takes a results-oriented approach to everything. He earned his Bachelor of Science in accounting and finance from Duquesne University, and was most recently at EY in Pittsburgh.

Kellyn Wolber, CPA, joins the Atlanta Market as a Senior Associate. She comes to Siegfried from EY, where she gained four years of experience in the manufacturing industry. Wolber enjoys working with others and bringing an enthusiastic and positive energy to difficult situations. She earned her undergraduate and graduate degrees at Auburn University.

For more information about a career at Siegfried, please visit siegfriedgroup.com.

About The Siegfried Group, LLP

The Siegfried Group, LLP (Siegfried) works alongside financial executives across the nation, on their most important accounting and finance projects. Filled with an innovative spirit and led by an ambitious entrepreneur, Siegfried provides unique Leadership Advisory combined with high potential talent. At the heart of our Firm is our approach to individual leadership and the continual pursuit of helping people grow both personally and professionally. As a whole, we value being fair, having fun, and fostering stakeholder value.

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